Iron Workers Locals 40, 361 & 417 Annuity Fund
Sponsored by Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund · EIN 237299279 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,187
- With balances
- 4,715
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff Capital Llc | Investment management, Investment management fees (direct) | $607,730 |
| Manning & Napier Advisors Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $511,087 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $440,396 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $281,053 |
| F/M Investments Llc | Investment management, Investment management fees (direct) | $249,396 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $217,892 |
| Wcm Focused Intl Growth Fund Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $132,860 |
| Schultheis & Panettieri | Accounting, Direct payment from the plan | $76,350 |
| The Segal Co. (Eastern States), Inc | Consulting (general), Direct payment from the plan | $56,000 |
| Colleran O'hara & Mills Llp | Legal, Direct payment from the plan | $39,264 |
| Steven N Davi Pllc | Legal, Direct payment from the plan | $39,186 |
| Bny Mellon | Investment management, Investment management fees (direct), Investment management fees (indirect) | $21,170 |
| Grassi And Co Cpa's Pc | Accounting, Direct payment from the plan | $12,336 |